EP Wealth Advisors’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$278K Buy
2025
Q1
$189K Sell
2024
Q4
$202K Sell
2024
Q3
$324K Buy
2024
Q2
$118K Sell
2024
Q1
$171K Buy
2023
Q4
$145K Buy
2023
Q3
$132K Buy